2026-08-07T14:36:04-05:00 2025-12-31 221732349 WISS & COMPANY LLP 100 CAMPUS DRIVE FLORHAM PARK NJ 07932 990PF 2025-01-01 222755485 EDWARD H HARVITT FAMILY FOUNDATION EDWA 7329346300 CO WISS 100 CAMPUS DRIVE 400 FLORHAM PARK NJ 07932 ERIC HARVITT TRUSTEE 7329346300 2026-08-07 1 EITAN BALLOUL P01880253 9739949400 2025 2025-03-06 01:10:19Z X 2165190 X 180000 23269 23269 56095 56095 2686 2686 2686 262050 82050 0 0 0 4950 2475 2475 1680 0 0 65 34 31 6695 2509 2506 63880 63880 70575 2509 66386 191475 79541 750 750 750 669923 798981 798981 1133033 1142655 1142655 10000 62795 68173 183684 183541 154631 1997390 2188722 2165190 0 0 X 1997390 2188722 1997390 2188722 1997390 2188722 1997390 191475 0 2188865 143 2188722 CAPITAL GAINS DIVIDENDS P 2686 2686 2686 2686 1106 0 1106 0 1106 1500 0 1100 0 2600 X 0 1494 1494 0 0 0 0 0 0 0 0 0 0 0 1 1 NJ 1 0 1 0 0 1 N/A WISS & COMPANY LLP 9739949400 100 CAMPUS DRIVE SUITE 400 FLORHAM PARK NJ 07932 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ERIC HARVITT 1200 SUNNYVIEW OVAL KEASBEY NJ 088321049 TRUSTEE 0.75 0 0 0 DANIEL HARVITT 1200 SUNNYVIEW OVAL KEASBEY NJ 088321049 TRUSTEE 0.75 0 0 0 NONE 0 NONE 0 0 1332224 666675 0 1998899 0 0 1998899 29983 1968916 98446 98446 1106 1106 97340 0 97340 0 97340 66386 0 66386 97340 0 0 22694 25732 29057 43374 120857 66386 0 0 0 66386 0 30954 30954 89903 0 0 0 0 0 0 0 89903 17472 29057 43374 ERIC HARVITT DANIEL HARVITT X ALZHEIMER'S DISEASE & RELATED DISORDERS ASSOCIATION 225 N MICHIGAN AVENUE 17TH FLOOR CHICAGO IL 60601 NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 500 AMERICAN GEERZ FOR LIFE INC 6000 E EVANS AVENUE 1-210 DENVER CO 80222 NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 9000 BREAKTHROUGH T1D 200 VESEY STREET 28TH FLOOR NEW YORK NY 10281 NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 500 CHABAD LUBAVITCH OF IDAHO 1803 S MAPLE GROVE ROAD BOISE ID 83709 NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 3600 CHILDREN'S HOSPITAL OF PHILADELPHIA FOUNDATION 3401 CIVIC CENTER BOULEVARD PHILADELPHIA PA 19104 NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 360 CONGREGATION ISRAEL OF SPRINGFIELD 339 MOUNTAIN AVENUE SPRINGFIELD NJ 07081 NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 720 FRIENDSHIP CIRCLE NEW JERSEY INC 10 MICROLAB ROAD LIVINGSTON NJ 07039 NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 3600 HOLOCAUST RESOURCE FOUNDATION 820 MORRIS TURNPIKE SHORT HILLS NJ 07078 NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 1800 JCC OF CENTRAL NEW JERSEY INC 1391 MARTINE AVENUE SCOTCH PLAINS NJ 07076 NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 1000 JEWISH COMMUNITY FOUNDATION OF GREATER METROWEST NJ 901 ROUTE 10 WHIPPANY NJ 07981 NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 1800 JEWISH FAMILY SERVICE AGENCY OF CENTRAL NEW JERSEY 655 WESTFIELD AVENUE ELIZABETH NJ 07208 NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 16100 JEWISH FEDERATION OF GREATER METROWEST NJ 901 ROUTE 10 WHIPPANY NJ 07981 NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 18000 JOSEPH KUSHNER HEBREW ACADEMY 110 S ORANGE AVENUE LIVINGSTON NJ 07039 NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 3600 LEXI FAYE EVERYONE MATTERS FOUNDATION 14 WOODRIDGE CT NEWTON NJ 07860 NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 1000 OHEL CHILDREN'S HOME AND FAMILY SERVICES 1268 EAST 14TH STREET BROOKLYN NY 11230 NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 500 RUTGERS HILLEL CORPORATION 70 COLLEGE AVENUE NEW BRUNSWICK NJ 08901 NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 1800 63880 0 14 23269 14 56095 14 2686 0 82050 0 82050 0 0 0 0 0 0 0 0 0 0 X X 1 DANIEL HARVITT 1200 SUNNYVIEW OVAL KEASBEY NJ 08832 60000 X 2 ERIC HARVITT 1200 SUNNYVIEW OVAL KEASBEY NJ 08832 60000 X 3 RENEE HARVITT 1200 SUNNYVIEW OVAL KEASBEY NJ 08832 60000 X ACCOUNTING FEES 4950 2475 2475 GOLDMAN SACHS DYNAMIC BOND A (GSZAX), 4631.780 SHARES 47599 44975 INVESCO SR FLOATING RATE A (OOSAX), 2264.910 SHARES 18809 14541 LORD ABBETT SHT DURATION INC A (LALDX), 6247.420 SHARES 29000 24302 PIMCO ALL ASSET ALL AUTHORITY A (PAUAX), 2818.084 SHARES 30978 19332 PIMCO INCOME A (PONAX), 1116.350 SHARES 13661 12269 PIMCO LOW DURATION A (PTLAX), 4189.274 SHARES 43494 39212 BLACKROCK EQUITY DIVIDEND A (MDDVX), 400.529 SHARES 10000 8299 BLACKROCK EQUITY DIVIDEND C (MCDVX), 1555.776 SHARES 27798 29700 VANGUARD TTL STK MKT ETF (VTI), 90.000 SHARES 24997 30174 1142655 1142655 0 0 INVESTMENTS - COST BASIS ADJUSTMENT 143 NJ ANNUAL REPORT 31 0 31 BANK FEES 34 34 0 DANIEL HARVITT 1200 SUNNYVIEW OVAL KEASBEY NJ 08832 ERIC HARVITT 1200 SUNNYVIEW OVAL KEASBEY NJ 08832 RENEE HARVITT 1200 SUNNYVIEW OVAL KEASBEY NJ 08832 EXCISE TAX 1680 0 0